Tax Strategist

Description

Larson Financial Group, LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. Louis Headquarters.  In this role, you will provide forward-looking federal and state tax planning for our clients and financial advisors across the country.

At Larson Financial Group LLC, we are a goal-oriented organization driven by a warrior spirit mindset. We set ambitious goals, execute with discipline, and lead with resilience, ownership, and determination. The Tax Strategist will embody this spirit — providing clear direction to clients, tax expertise, and confidence in our service.

Job Responsibilities

• Provide expert tax advice to high-net-worth individuals and their related corporations, partnerships, and trusts.
• Develop and implement tax planning strategies for clients to optimize their financial situation.
• Run current and future year tax projections to help financial advisors and clients make better decisions. 
• Maintain current knowledge of ever-changing tax rules and regulations and analyze implications for clients.
• Build and maintain relationships with clients, their CPAs, and their other advisors.
• Review complex tax returns to discover opportunities for improvement in tax planning.
• Collaborate with other senior leaders and departments to optimize firm tax strategies.
• Provide thought leadership by speaking to groups, contributing to publications, or engaging in professional organizations.
• Ensure the utilization of technology and software to enhance efficiency and client services in relation to tax planning.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• Active CPA license or ability to activate one.
• Minimum of 10 years of tax experience in a public accounting firm.
• Familiarity with a variety of investments is critical, as you will work alongside experienced certified financial planners.
• Extensive knowledge of federal taxes and ability to research tax laws in multiple states.
• Experience with tax planning and strategy for both individuals and businesses.
• Ability to do complex tax research and analysis.
• Ability to communicate with high-net worth individuals.
• Experience with tax software and technology platforms.
• Proficient in Microsoft Office Suite with advanced Excel skills
• Commitment to continuing education and professional development
• Ability to work extended hours occasionally, however, overall hours of overtime will be much less than required in a public accounting position.
• Willingness to participate in community and professional organizations to enhance the firm’s image and expansion.

Larson Financial Group LLC, offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% ER PD – other plans available with shared cost)
• Dental Insurance
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Life & STD available
• Supplemental Insurance available
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities